XML Financial, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 70 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$327,013
+0.7%
19,396
+1.2%
0.04%
+2.6%
Q2 2023$324,830
+0.9%
19,164
+1.2%
0.04%
-2.6%
Q1 2023$321,873
+0.5%
18,945
+1.2%
0.04%
-2.5%
Q4 2022$320,283
-8.5%
18,719
-10.3%
0.04%
-18.4%
Q3 2022$350,000
-18.6%
20,869
-16.2%
0.05%
-49.5%
Q2 2022$430,000
-12.6%
24,912
-3.8%
0.10%
+64.4%
Q1 2022$492,000
-9.6%
25,886
-3.5%
0.06%
-10.6%
Q4 2021$544,000
-4.1%
26,813
-1.9%
0.07%
-13.2%
Q3 2021$567,000
-0.5%
27,320
-0.7%
0.08%
-39.2%
Q2 2021$570,000
+2.7%
27,509
+1.0%
0.12%
-7.4%
Q1 2021$555,000
+1.3%
27,229
+2.8%
0.14%
-4.9%
Q4 2020$548,000
+7.2%
26,488
+4.1%
0.14%
-10.7%
Q3 2020$511,00025,4380.16%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
PSI Advisors, LLC 132,488$2,223,0001.17%
IBEX WEALTH ADVISORS 153,730$2,580,0000.67%
NOTTINGHAM ADVISORS, INC. 245,738$4,126,0000.60%
BENJAMIN EDWARDS INC 93,926$1,576,0000.47%
Willis Johnson & Associates, Inc. 186,384$3,128,0000.46%
Advisory Resource Group 79,547$1,335,0000.44%
Covington Capital Management 604,728$10,147,0000.44%
Realta Investment Advisors 78,292$1,314,0000.34%
Community Bank, N.A. 131,990$2,213,0000.34%
Mechanics Financial Corp 21,903$368,0000.24%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders